In this special edition of Investors’ Insights, I had the opportunity to sit down with the Chairman and CEO of LPL Financial, Mark Casady, to discuss how LPL supports Fi Plan Partners in giving their clients the best possible service through technology, research, and resources. LPL Financial is the number one independent broker/dealer in the nation and the fourth largest of all broker/dealers.
Mark Casady is the Chairman of the Board and Chief Executive Officer of LPL Financial, which he has guided to become a leading financial services organization that serves independent financial advisors, banks, and credit unions and that provides clearing services to broker/dealers at financial services companies.
The partnership of Fi Plan Partners with LPL Financial
Fi Plan Partners has been with LPL Financial since the moment they became an independent financial planning and wealth management firm over ten years ago. Mark Casady played a big role in the beginning of that partnership and continues to be a critical part of our ability to give our clients the service and advice they deserve, without proprietary products or corporate politics.
Mark is a constant source of inspiration to me in his honest leadership style and the way he has led LPL Financial to become a major and positive force in the financial industry. I cherish the friendship I have with Mark Casady and all of us at Fi Plan Partners are honored that he took the time to visit us here in our office in Birmingham, AL.
This interview was an historic moment for me and our firm. If you watch it, it will give you insight on the client-centered vision and mission that is shared by LPL Financial and Fi Plan Partners.
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Greg Powell is President and CEO of Fi Plan Partners, an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
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